|
401
|
IEQ Capital
Foster City,
California
|
–
|
-$451K
|
-5,671
|
Closed
|
|
|
402
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
–
|
-$362K
|
-4,550
|
Closed
|
|
|
403
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$320K
|
-4,032
|
Closed
|
|
|
404
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$235K
|
-2,957
|
Closed
|
|
|
405
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
–
|
-$235K
|
-2,957
|
Closed
|
|
|
406
|
Westmount Partners
Los Angeles,
California
|
–
|
-$224K
|
-2,817
|
Closed
|
|
|
407
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$215K
|
-2,707
|
Closed
|
|
|
408
|
Renaissance Technologies
New York
|
–
|
-$215K
|
-2,700
|
Closed
|
|
|
409
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$47.4K
|
-597
|
Closed
|
|
|
410
|
Mather Group
Chicago,
Illinois
|
–
|
-$31.4K
|
-395
|
Closed
|
|
|
411
|
Mattson Financial Services
Kentwood,
Michigan
|
–
|
-$28.4K
|
-358
|
Closed
|
|
|
412
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$26.8K
|
-308
|
Closed
|
|
|
413
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$24K
|
-304
|
Closed
|
|
|
414
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$14.7K
|
-185
|
Closed
|
|
|
415
|
Angeles Wealth Management
Santa Monica,
California
|
–
|
-$6.44K
|
-81
|
Closed
|
|
|
416
|
Abound Financial
Granite Bay,
California
|
–
|
-$5.88K
|
-74
|
Closed
|
|
